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Union membership meeting

Union meeting agenda template

A union local's membership meeting usually follows the order of business in its constitution or bylaws: call to order, roll call of officers, minutes, new members, correspondence, the financial report, officer and committee reports, a bargaining and grievance update, unfinished and new business, good and welfare, and adjournment. The minutes record motions and votes, the financial report and grievance status by number, not members' names.

Best forUnion locals, recording secretaries, stewards and executive boards

Meeting length60 to 90 minutes, usually monthly

SectionsRoll call of officers, new members, correspondence, financial report, bargaining update, grievance report, motions, good and welfare

FormatsGoogle Docs, Word, Notion, Markdown

Word Markdown

Union membership meeting agenda.docx

Union membership meeting agenda

Local Date and time LocationUnion hall or video callPresidingPresident

Item	Owner	Time	What we need to leave with
Call to order	President	1 min	Time recorded
Roll call of officers, quorum	Recording secretary	3 min	Officers present, members counted
Reading and approval of minutes	Recording secretary	5 min	Approved as read or corrected
New members and obligation	President	5 min	New members sworn in, names recorded
Correspondence	Recording secretary	5 min	Each item filed, referred or put to a vote
Financial report	Secretary-treasurer	10 min	Balances read, report accepted if your local votes on it
President's and officers' reports	Officers	10 min	Updates and anything needing a vote
Bargaining update	Bargaining committee chair	10 min	Session dates and what can be shared
Grievance and steward report	Chief steward	10 min	Status of each open grievance by number
Committee reports	Committee chairs	5 min	Short updates
Unfinished business	President	5 min	Carried items voted or deferred
New business	President	10 min	Motions voted and recorded
Good and welfare	Members	10 min	Concerns noted, follow-up assigned
Adjournment	President	1 min	Time recorded

Word MarkdownPastes into Google Docs, Word or Notion with headings and tables intact.

Word Markdown

[Local name and number] membership meeting minutes.docx

[Local name and number] membership meeting minutes

Date and time Location Presiding Recording secretary

Call to order and roll call of officers

Called to order at [time] by [president]. Officers present: Officers absent: Members signed in: [number] Quorum present: Yes / No

Approval of previous minutes

Minutes of [date] approved as read / approved as corrected

New members

Names of members obligated tonight

Correspondence

From	Subject	Action
		Filed / Referred to [who] / Voted (see motions)

Financial report

Line	Amount	Notes
Opening balance		As of [date]
Income		Dues and other
Expenses		By category
Closing balance		As of [date]

Officers' reports

Officer: one or two lines

Bargaining update

Sessions held, next session, what the committee is sharing

Grievance report

Grievance no.	Department	Issue	Step	Next date or outcome
		No member names

Unfinished and new business

Motion	Moved / seconded	Vote	Result
Exact wording		For, against	Carried / Failed / Tabled

Good and welfare

Topic, one line, who follows up

Action items

Item	Owner	Due

Adjournment

Adjourned at [time]. Next meeting: [date, time, place].

Word MarkdownPastes into Google Docs, Word or Notion with headings and tables intact.

Tri-County Public Employees, Local 77, October membership meeting minutes

Filled-in example

Tri-County Public Employees, Local 77, October membership meeting minutes

Date and timeTuesday, October 20, 2026, 6:00 pmLocationLocal 77 hall, 410 Front St.PresidingDenise Holloway, presidentRecording secretaryRay Kowalski

Call to order and roll call of officers

Called to order at 6:05 pm by Denise Holloway. Officers present: Denise Holloway, Marcus Webb (vice president), Ray Kowalski, Teresa Lam (secretary-treasurer), Andre Silva (chief steward) Officers absent: Joyce Pruitt (trustee) Members signed in: 47 Quorum present: Yes

Approval of previous minutes

Minutes of September 15, 2026 approved as read.

New members

Obligated tonight: Kim Tran, Luis Garza, Megan Ross.

Correspondence

From	Subject	Action
State council	Convention call, December 3 to 5	Voted (see motions)
County HR	Notice of new parking fees starting January 1	Referred to the executive board to request bargaining
Harbor Food Bank	Thank-you letter for last year's donation	Filed

Financial report

Line	Amount	Notes
Opening balance	$64,880	As of September 1
Income	$18,420	Dues $18,100, hall rental $320
Expenses	$15,930	Per capita $9,850, staff and office $4,610, legal $1,470
Closing balance	$67,370	As of September 30. Report accepted by the membership.

Officers' reports

President: Labor-management meeting on October 8 covered the parking fee notice. The county said the fees are not up for discussion. The executive board disagrees and will put a demand to bargain in writing.
Vice president: New member orientation is now monthly. 12 people attended in October.

Bargaining update

Contract expires December 31, 2026. Sessions held October 6 and October 15. Next session November 5.
Tentative agreement reached on bereavement leave language. Wages and health premiums still open.
The committee asked members to keep proposal details in the room. Questions go to Marcus Webb.

Grievance report

Grievance no.	Department	Issue	Step	Next date or outcome
G-26-011	Public works	Overtime distribution	Step 2	Meeting with department head November 3
G-26-013	Library	Schedule change without notice	Settled	Schedule restored, back pay for 2 shifts
G-26-014	Parks	Discipline, 1-day suspension	Step 1	Waiting for the county's written answer, due date unclear

Unfinished and new business

Motion	Moved / seconded	Vote	Result
Send two delegates to the state council convention, December 3 to 5, with expenses up to $1,800	Webb / Lam	41 for, 3 against	Carried
Donate $500 to Harbor Food Bank for the holidays	Garza / Silva	Voice vote	Carried
Hold the contract ratification vote by mail ballot	Kowalski / Webb	No vote	Tabled until the executive board checks the bylaws and the international's rules

Good and welfare

Condolences to the family of retired member Frank Dillard.
Members at the Elm St. yard report the break room heater is broken again. Andre Silva will raise it with the safety committee.
Turkey drive sign-ups on the table by the door.

Action items

Item	Owner	Due
Send written demand to bargain over parking fees	Denise Holloway	Oct 27
Elect convention delegates at the November meeting, notice in the newsletter	Ray Kowalski	Nov 2
Check bylaws and the international's rules on mail ballot ratification	Teresa Lam	Nov 10
Get a due date for the county's Step 1 answer on G-26-014	Andre Silva	Oct 23
Elm St. break room heater	Andre Silva	Oct 30

Adjournment

Adjourned at 7:34 pm. Next meeting: Tuesday, November 17, 2026, 6:00 pm, Local 77 hall.

Tri-County Public Employees Local 77, the county and everyone named here are a fictional sample.

Best forUnion locals, recording secretaries, stewards and executive boards

Meeting length60 to 90 minutes, usually monthly

SectionsRoll call of officers, new members, correspondence, financial report, bargaining update, grievance report, motions, good and welfare

FormatsGoogle Docs, Word, Notion, Markdown

What to write in each section

Roll call of officers and attendance

Record which officers are present, the number of members signed in (from the sign-in sheet), and whether the quorum in your bylaws was met.

Correspondence

List letters and emails received since the last meeting (from the international, the employer, other locals) and what was done with each: filed, referred, or brought to a vote.

Financial report

Opening balance, income (dues, per capita refunds, other), expenses and closing balance. Record whether the membership accepted the report if your local votes on it.

Bargaining update

Dates of sessions held and coming up, and what the bargaining committee chooses to share. Don't put proposals or strategy the committee asked members to keep in the room into the written minutes.

Grievance report

Track each grievance by number, department, issue and step, without the member's name. That way the minutes can circulate without exposing anyone.

"G-26-011, public works, overtime distribution, Step 2 meeting Nov 3" rather than naming who filed it.

Motions

Exact wording, mover and seconder, the count and the result. Spending, donations and delegate expenses should always be recorded this way.

Good and welfare

The open floor at the end for members' concerns, condolences and announcements. Note topics in a line each and who follows up, not full remarks.

When to use this template

You were just elected recording secretary and the old minutes are handwritten in a binder.
Members keep asking what happened with a grievance and nobody tracked it month to month.
Contract talks are underway and you need a regular, careful way to report on bargaining.

Questions people ask

What is good and welfare in a union meeting?: It's the open part of the meeting near the end where members can raise concerns, share news, announce condolences or make suggestions for the good of the local. It usually comes after new business and before adjournment. The minutes note each topic in a line and who will follow up.
Should union minutes include members' names in grievances?: Most locals keep names out of the membership minutes and refer to each grievance by number, department and step. The full file stays with the stewards and officers. Minutes get read aloud and passed around, and a grievant's name in them can cause problems at work.
What decides the order of business at a union meeting?: Your local's constitution and bylaws, and often the international union's constitution, set the order of business, quorum and how minutes are approved. Federal and state labor law can also apply to things like elections and finances. Follow those documents first. This page isn't legal advice.

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